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TRANSACTIONS

Recent Transactions

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Great Gorge

  • Asset rich cash flow lite hospitality operating business with significant undeveloped real estate  

  • Structured and invested in combination of minority equity and secured debt stakes to effect buyout of existing junior partner and to re-launch a dormant line of busines

  • Worked with incumbent ownership to rebuild management team, reposition operations and significantly expand marketing resulting in a 3x increase in operating profitability over a two- year implementation.

  • Using enhanced profitability of operations to partially self-fund several real estate development projects intended to unlock value in land holdings. 200 unit residential development deal signed and underway.

  • Through Board seat provide supportive and regular engagement with management team and take hands-on involvement in the development of all strategic plans for the business. 

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FinDox

  • Invested in series-A round of growth stage FinTech company that provides document management and value-add data services for the private markets segment of the asset management industry

  • Active Board member and hands-on management advisor. Guided the company through build and launch of two new product lines. Helped the company solve professional staffing challenges by building a highly effective and cost advantaged 15 person research team in Eastern-Europe

  • Exited investment at 2.9X after two years through sale of business to a PE backed strategic buyer. 

  • Have been permanently retained as strategic advisor for FinDox and its new parent company. 

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Ten West Apartments (Greeley, CO)

  • Asset rich cash flow lite hospitality operating business with significant undeveloped real estate  

  • Structured and invested in combination of minority equity and secured debt stakes to effect buyout of existing junior partner and to re-launch a dormant line of busines

  • Worked with incumbent ownership to rebuild management team, reposition operations and significantly expand marketing resulting in a 3x increase in operating profitability over a two- year implementation.

  • Using enhanced profitability of operations to partially self-fund several real estate development projects intended to unlock value in land holdings. 200 unit residential development deal signed and underway.

  • Through Board seat provide supportive and regular engagement with management team and take hands-on involvement in the development of all strategic plans for the business. 

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JB & Company Electronics

  • Regionally focused family-owned electrical parts manufacturer run by founder that did not want to expand the business into other markets

  • Invested in combination of equity capital and senior debt with equity kickers that gave us an 11% interest in the company with rights of first refusal on any buy-sell and a board seat

  • Established key strategic objectives: (1) bring in CEO from outside, (2) develop marketing plan for expansion, (3) operational improvement of facilities and cost structure, and (4) enhancements to sales and marketing teams

  • Brought in new CEO that was able to attract new sales and marketing team, significantly enhanced cost structure through data and general advancements in production, and had new CEO and CMO develop expansion plan

  • Repositioned debt structure and borrowed at more attractive level that was necessary for expansion 

  • Grew revenues (60%), EBITDA (55%), and net income (55%) in each of the first three years

  • Sold company to a competitor for a MOIC of 2.98x, including the conversion of the options embedded in debt 

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